Markets News & Analysis
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The illusion of progress
If there is to be progress again, it will come when we understand that it is not the endless acceleration of change but the maintenance of meaning through time.
markets
History says US market outperformance versus Australia will turn
The forces shaping the next long-term cycle.
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These stocks drove the US market’s gains in 2025
Technology and communication-services names pushed the market to new highs.
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Market Index Performance | November 2025
Our monthly update detailing the short- and long-term performance of major indices.
markets
Howard Marks: AI is “terrifying” for jobs, and maybe markets too
Marks shares his perspective on the far reaching impacts.
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Future Focus: Should you hop on the Santa Claus Rally?
Is Santa’s sleigh really a gravy train?
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Just how divided is the Fed?
Central bankers were far from achieving a consensus, even as the FOMC cut interest rates for the third time in 2025.
markets
Market Minute: Fed cuts rates by 25 basis points
The Fed cuts rates in last meeting of the year, Japanese yen devaluation continues.
markets
Market Minute: Inflation pressures remain high
The U.S. Fed’s meeting looms, while inflation remains elevated in Australia
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December 2025 US stock market outlook: Where we see investment opportunities
Heading into year-end, Santa Claus Rally or AI exhaustion?
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Where to hide in the ‘everything bubble’
AI bubble talk is rife, but there’s a reason this bubble is different.
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Where Morningstar sees opportunities right now
In this episode of Investing Compass, guest Matt Wacher, CIO of Morningstar Investment Management APAC unpacks where professional investors are seeing value right now, and which parts of the market look dangerously stretched.
markets
US Markets brief: Alphabet gains ground on Nvidia in AI spending war
Plus: Optimistic forecasts, end-of-year rallies, and Google’s Gemini 3.
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Market Minute: Will the Fed deliver one more rate cut?
As we approach the end of the year, there’s speculation around whether or not the Fed will deliver a final rate cut. Plus, Nvidia’s valuation wobbles.
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